capex

Why CAPEX Might Not Increase

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We’ve previously discussed the expansion of stock buybacks in a few articles, notably: Are Stock Buybacks Good Or Bad?, Do Stock Buybacks Deserve The Blame For Everything? and Stock Buybacks Harm US Competitiveness. The capital returned to shareholders has been elevated during this market cycle. This trend has caused some economists and investors…CONTINUE READING

Do Stock Buybacks Deserve The Blame For Everything?

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Introduction: Stock Buybacks Are Not Evil Lately stock buybacks are being maligned to extensive proportions. Critics issue blanket statements blaming  stock buybacks for excessive executive compensation, causing a bubble in equities, and the decline in productivity growth. While these are all appropriate criticisms of buybacks, they miss the mark. If you are…CONTINUE READING

Effects Of US Skills Gap

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One of the most critical questions politicians, economists and most importantly the workforce itself are concerned with is the lack of wage growth. As you can see from the chart below, the labor market seems to be tight according to the jobless claims to labor force ratio. Despite the lowest…CONTINUE READING